Wealthy HOMES

Podcast Summary: Interview with Nate Baumann from LVZ Investment Management In this episode of the Wealthy HOMES Podcast, I had the pleasure of chatting with Nate Baumann from LVZ Investment Management. Nate brought his insights and expertise to give us a comprehensive look at the current financial landscape, with a focus on several key areas that are top of mind for investors.   Market Overview W...

Wealthy HOMES Podcast Show Notes Episode 53: Protecting Your Wealth with Josh Cary from JC Insurance Welcome back to another episode of the Wealthy HOMES Podcast! I'm your host, Connor Bauserman, financial advisor with Preferred Financial Group. In this episode, we’re diving into the often overlooked but crucial aspect of wealth management: protecting your assets. To help unpack this topic, I’m jo...

In this episode of the Wealthy Homes Podcast, we're diving deep into a topic that might not always be top of mind for our age group: Social Security. Join me as we explore the origins, evolution, and future of this vital component of retirement planning. Social Security isn't just a safety net; it's a cornerstone of retirement income for many, constituting up to a third of retirees' financial supp...

Welcome back to another episode of the Wealthy Homes Podcast! I'm your host, Conor Bauserman, joined by James Gilbert, another financial advisor here at PFG. Today, we're diving into some anonymous questions submitted by our listeners. First up, we discussed a couple considering having one parent stay at home with their kids. With a solid financial foundation, including no debt except for a manage...

In this episode, Connor, your friendly host at the Wealthy HOMES Podcast, embarks on a captivating exploration of what it truly means to be wealthy. Beyond the conventional notion of financial riches, Connor reveals the five foundational pillars of genuine wealth: Money, Time, Relationships/Love, Physical Health, and Spiritual Health. Highlights: Money Matters: Connor underscores the significance...

Welcome back to another insightful episode of the Wealthy Homes Podcast! I'm Connor Bauserman, your friendly neighborhood financial advisor from Preferred Financial Group, and today, we're revisiting one of our foundational discussions: the Circle Talk 2.0.   Now, if there's one episode, I'd recommend to anyone seeking financial wisdom, it's this one. As we approach our 50th episode milestone, I'm...

Remember those MythBusters days? I sure do! 📺 Watching entire episodes just to get that satisfying "Plausible," "Busted," or "Confirmed." 🤯 So, in the spirit of channeling my inner Adam and Jamie, I present to you a spin-off episode: Money Myths! 💸🔍   Here are 8 common financial myths being put to the test: Buying a Home is Always Better Than Renting 🏡 Carrying Credit Card Balances Boosts You...

Having guided countless young minds through career shifts, I've gained a unique perspective on the age-old dilemma: Should I stay or should I go? 🤷‍♂️ In the aftermath of the Great Resignation spurred by COVID-19, a whopping 40% of Americans embraced change. Fast forward to 2023, and job movements hit an unexpected low. 📉 What's the deal – a post-resignation lull or a sneak peek into future job...

Reflecting on an incredible year of The Wealthy HOMES Podcast with a huge shoutout to the amazing 20+ guests who joined me on this financial adventure in 2023. 🌟 Building a network of dedicated individuals, all on a mission to empower young families in their financial journeys. Here's to the memories we've made and the wisdom we've shared. Excited for what 2024 has in store and the fantastic gues...

🏠✨ Navigating the Mortgage Rollercoaster? Buckle up for some tips on taming those volatile interest rates! 🎢💰 On the latest episode-"Home Sweet Loan," Kyle and I spill the beans on steps smart homebuyers take to stay on top in the ever-changing mortgage market. 📈 Discover the secrets to riding the waves of interest rate fluctuations with finesse. From timing your purchase to exploring mortgag...

🎙️ Episode 44: Navigating Financial Crossroads with Connor, Pat, and Rob Welcome back, Wealthy HOMES family! In this enlightening episode, Connor, Pat, and Rob dive into five thought-provoking questions submitted by our engaged audience. From the intricacies of Social Security and car loan dilemmas to navigating the landscape of cryptocurrency and seeking wisdom from biblical perspectives on inves...

Welcome back, Wealthy Homes Podcast family! It's your friendly financial guru, Connor Bauserman, coming to you from Preferred Financial Group. Before we dive into today's topic, don't forget to hit that subscribe button and show some love on our socials – whether it's Facebook, LinkedIn, or your favorite podcast platform. And hey, leave a review, it really helps us out!   Now, let's get into the n...

In this episode of the Wealthy HOMES Podcast, Connor takes you on a journey through the tumultuous yet rewarding world of balancing work, family, and finances as a busy parent. Join him as he shares personal anecdotes, practical tips, and budgeting strategies to help you navigate the chaos and achieve financial wellness.   Segment 1: Juggling Act – Time, Energy, and Finances Ever feel like you're...

Unlocking Financial Secrets: The Bull and Bear Odyssey 🎙️📈 Dive deep into the financial jungle with the latest episode of the Wealthy HOMES Podcast! 🏡 In this riveting installment, your guide, Connor, takes you on a journey through the captivating history and dynamics of bull and bear markets. 🐂📉 Discover the Untold Origins: Uncover the intriguing stories behind why it's a 'bull' and what bear...

🚗 Are you on track for the ultimate retirement road trip? 🌐   A retirement plan can look a lot like a GPS. Let me draw you the analogy. 🗺️ Retirement Age: It's like setting your destination on a GPS. When do you want to arrive, and how much time until then? The clock is ticking – 35, 20, 10, 5 years?   📊 Budget and Income: Your cash flow statement is the blueprint. Are you utilizing all your in...

In this episode of the Wealthy HOMES Podcast, join Connor as he delves into the intriguing world of the "You Only Live Once (YOLO)" mentality and its profound impact on the financial lives of millennials. Over the course of the show, we'll explore three crucial steps where this mindset might be steering us off course. Step 1: Drowning in Debt and Staying Afloat Discover how YOLO can lead to accumu...

When it comes to fantasy football and building an investment portfolio, you may not think they have much in common. But, in reality they have a lot more in common than you think! 🏈💰   Just like you draft a diverse team in fantasy football with QBs, RBs, WRs, and more, diversifying your investments is key. Spread your risk across different investment asset types and companies just like you divers...

🐄🍦 Get ready for a "MOO"-velous episode on the Wealthy HOMES Podcast! 🎙️   Andrew and Tina Benkovsky, from MOO-ville Creamery, join me on the show to share their family’s story🌟 No bull here, folks! 🐮   We'll be spilling the "moo"-stery beans 🥛 on how Mooville went from a small dairy farm to a beacon in their community with multiple dairy stores! 🏞️🏬   Hear about their humble beginnings, the...

At PFG, we have over 1,000 clients. Want to know the 5 characteristics of our most successful clients? They’re really quite simple!   🔑#1. Work Smart, Work Long You don't need to be a workaholic, but working till 65? That's the golden ticket! Let your money grow and save on insurance costs. Consider part-time gigs later on. 💼 🔑 #2. Debt Is Your Ball & Chain Debt is like a weight tied to you...

🚨 EMERGENCY FUND 101 🚨   Did you know that a whopping 51% of Americans have less than 3 months of savings (Bankrate)? 😱 That's like trying to navigate a financial minefield without a map! 🧭 Rule of thumb: Your emergency fund should be 3-6 months of EXPENSES, not income! 🧾 So, if pizza night is part of your budget (of course it is 🍕), that goes in there too! 💰 Now, where do you park this rai...

🎙️ Just dropped anchor and reeling in more than just fish! 🎣   There’s nothing like being out on the water, enjoying a relaxing evening of fishing. But guess what? I've got something to reel you in too – our latest podcast episode featuring the one and only Patman Droneography! 🚁📸, while we were literally on a boat and fishing 🌊. We had a blast chatting about capturing Michigan's beauty from a...

🚀 Ready for some halftime financial fireworks? 🎆 🎉🚀 It's Halftime in our epic mini-series on Entrepreneurship vs. Business Ownership Mini-Series, let's dive into a game-changer: Small Business Retirement Plans! 🌟 It's not just about the hustle; it's about securing your future too! 💼 Did you know that small biz retirement plans offer a goldmine of benefits? 💡 Let's dive into the playbook: 🔥...

☕ Don't Miss Out! Our latest episode of the 5-part mini-series celebrating entrepreneurship and business ownership is brewing now! ☕🎙️   In this captivating pod, we sit down with Tristan and Jackson Bredehoft, the dynamic duo behind Cafe Rica, a coffee shop that's become a beacon of downtown Battle Creek, MI 🌟 From humble beginnings in online coffee sales to a thriving downtown storefront coffe...

 From Fighter to Entrepreneur: Caleb Grummet's Unstoppable Journey! 🥊   👊 Once a fighter, always a fighter! Join us on the latest episode 5-part Business Mini-series as we dive into the incredible journey of Caleb Grummet.   🎖️ From serving in the Marine Corps to stepping into the ring as a professional MMA fighter, Caleb's determination and grit have been unwavering. 🥋 But that's just the begi...

🎬 Exciting News! Introducing our brand-new 5-part mini-series on entrepreneurship and business ownership 🚀📈 In this episode, we're thrilled to feature Nate Hicks, the co-founder of Painted Arrow Outdoors! 🎯 Join us as we dive into the incredible journey of Nate and Devin, the masterminds behind Painted Arrow 🏹🎥 Learn how they transformed their passion for hunting into a game-changing busines...